Internet TV as an Investment Theme
TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...
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Internet of Things as an Investment Theme
Imagine a world where an airplane can detect a fault in one of its engines in mid-flight and radio ahead to order spare parts without any pilot...
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Sharp & Hon Hai: Promise Rings Exchanged
Sharp and Hon Hai Precision today finally had their board meetings to respectively approve the deal which has been so fraught with potential...
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Sharp & Hon Hai: A Deal Approaches, Fifth Column Risk?
The past week has seen suggestions Hon Hai would pay between 100-200bn yen less for Sharp than initially envisaged with the 200bn number having...
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SHARP: Delay, Lower Bid, a 4th Column
The saga of Sharp continues its ups and downs.Since Sharp sent out an extended "maybe contingent liabilities" which far exceeded what had been...
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